Tyler, TX Office

Team
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Thurston Springer Advisors

Multi-team

Firm-wide stats for Thurston Springer Advisors

Total advisors

93

Across 28 offices

Clients per advisor

48 Typical

Avg AUM per client

$1,221,336 High

HNW client ratio

26% Typical

About

Thurston Springer serves individual and high‑net‑worth clients as well as corporations, foundations, estates and employer‑sponsored retirement plans. It provides comprehensive financial planning, portfolio management, fee‑based consulting and wrap‑program options (including the Compass Account), and offers ERISA 3(21) and 3(38) fiduciary services for plan sponsors.

Advisory services are tailored to client goals and may be managed discretionarily through firm programs, with IARs setting account restrictions and conducting periodic reviews. Investment analysis combines charting, fundamental, technical and cyclical methods and supports both buy‑and‑hold allocation approaches and more active strategies such as the Tactical Momentum and Earnings Momentum models, which involve higher turnover.

Noteworthy distinctions include the firm’s integration with affiliated entities: many IARs are registered representatives of affiliated broker‑dealer Thurston Springer Financial and are licensed insurance agents who may effect commissionable brokerage and insurance transactions through affiliated agencies (Thurston Springer Insurance and Top Advisors Group). The firm also works with institutional plan sponsors (including banking or thrift clients), is affiliated with truEdge and related private‑fund arrangements, and discloses custodial sweep, platform support and placement‑fee relationships and supervisory controls intended to address the resulting conflicts of interest.

Based on Thurston Springer Advisors

Expertise

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management

Based on Thurston Springer Advisors

Occupation focus

Founder/Business Owner Executive

Based on Thurston Springer Advisors

Location

821 ESE Loop 328 Ste 110

Tyler TX 75701

Advisors at this office

8

Advisors at this office

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William S

Series 66

Tyler, TX

Thurston Springer Advisors

William Smith is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 credential and one year of industry experience. He previously worked at Wells Fargo Advisors and spent several years as an insurance contractor with Texas and Southern Farm Bureau Insurance. He currently receives passive income from prior insurance business activities that concluded in 2024. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active management approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Jason G

Series 66

Tyler, TX

Thurston Springer Advisors

Jason Grigsby is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Southside Investment Services, Southside Bank, Raymond James Financial Services, and RBC Capital Markets. Outside of his advisory role, he operates a business under the name Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, and retirement plans, offering comprehensive financial planning and portfolio management with a range of discretionary and non-discretionary investment strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Stephen M

Series 63, Series 65

Tyler, TX

Thurston Springer Advisors

Stephen Mills is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, where he worked for a total of 22 years, as well as Prudential Equity Group. Outside of his advisory work, Mills holds a Texas CPA license and has ownership interests in Tyler-based investment firms, including Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active management approaches.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Meggan J

Series 66

Tyler, TX

Thurston Springer Advisors

Meggan Jeter is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 designation and 19 years of industry experience. She worked at UBS Financial Services for 20 years before joining Thurston Springer Financial in 2025. Jeter also operates a separate business under the name Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Stuart B

Series 63, Series 65

Tyler, TX

Thurston Springer Advisors

Stuart Bays is a financial advisor at Thurston Springer Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of advising, Bays is involved in investment-related activities including partial ownership in Tyler TCM Investments and 3B Aviation LLC, which operates an airplane. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment strategies from buy-and-hold to active momentum models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Craig C

Series 66

Tyler, TX

Thurston Springer Advisors

Craig Conser is a financial advisor at Thurston Springer Advisors with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors, RBC Capital Markets, and Merrill. Conser has ownership interests in investment-related businesses including Trinity Capital Management and TY13 Partnership. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans through comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis and offers discretionary management with strategies ranging from buy-and-hold to higher turnover tactical models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Thomas P

Series 66

Tyler, TX

Thurston Springer Advisors

Thomas Perkins is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Thurston Springer Financial in 2026, he worked at Edward Jones for nine years and at Amkor Technology for three years. He serves as a Battalion Commander in the Texas State Guard and sits on the Board of Directors for the Tyler Economic Development Council. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with investment strategies that include both buy-and-hold and active models, alongside fiduciary services for plan sponsors.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Jamison B

CFP®, Series 66

Tyler, TX

Thurston Springer Advisors

Jamison Bays is a CFP® and Series 66-registered financial advisor at Thurston Springer Advisors with two years of industry experience. Before joining Thurston Springer in 2025, he worked at Wells Fargo Advisors and held various roles in agriculture and education, including at Stephen F. Austin. Bays is also a member of the Nacogdoches Rotary Club Board, with service beginning in 2026. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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